Valmark Advisers, Inc.

Position in MCO — Moodys Corp /De/

CIK 1380443 AKRON, OH

Position in MCO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$223,360

-$56,585 QoQ

Shares Held

512

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Valmark Advisers, Inc. holds $1,895,694 across 6 Financial Data & Stock Exchanges names. MCO ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	1,486	$438,890
2	FDS	Factset Research Systems Inc	1,877	$407,290
3	ICE	Intercontinental Exchange, Inc.	2,480	$390,054
4	VALU	Value Line Inc	6,500	$229,385
5	MCO	Moodys Corp /De/ This page	512	$223,360
6	SPGI	S&P Global Inc.	486	$206,715

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,360	512	-6.6%	Shares	Sole	2026-05-01
2025-12-31	$279,945	548	+8.3%	Shares	Sole	2026-01-26
2025-09-30	$241,098	506	+0.6%	Shares	Sole	2025-10-24
2025-06-30	$252,299	503	-1.9%	Shares	Sole	2025-07-23
2025-03-31	$238,898	513	+2.0%	Shares	Sole	2025-04-23
2024-12-31	$238,105	503	+6.1%	Shares	Sole	2025-01-30
2024-09-30	$224,955	474	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.